2025-08-18T22:24:26-04:00 2024-12-31 990183523 ROBERT HY LEONG & COMPANY 1164 BISHOP ST STE 530 HONOLULU HI 96813 990PF 2024-01-01 990331596 MARIAN C & WALTER G CHUCK FOUNDATION MARI 8085365617 1001 BISHOP STREET SUITE 2450 HONOLULU HI 96813 MARIAN C CHUCK PRES 8085365617 2025-08-08 false DARRYL T KOMO P00149853 8085231621 2025-08-07 2024 2025-03-06 01:10:19Z X 56745 X X 1752 908 2376 32053 239 4128 1147 824 824 44 44 868 868 0 10000 10000 10868 868 10000 -6740 279 59707 52974 56745 59707 52974 56745 3153 3160 3153 3160 X 56554 49814 56554 49814 59707 52974 56554 -6740 49814 49814 239 4 4 4 4 false false false false false false false true true HI true false false false false true N/A ROBERT HY LEONG COMPANY 8085231621 1164 BISHOP STREET SUITE 530 HONOLULU HI 96813 false false false false false false false false false false false false false false false false false false false false MARIAN C CHUCK 2691 AALIAMANU PL HONOLULU HI 96813 PRES 000.00 0 0 0 W GREGORY CHUCK 3225 PATY DRIVE HONOLULU HI 96822 VICE PRES 000.00 0 0 0 MEREDITH CHUCK CHING 3769 DIAMOND HEAD HONOLULU HI 96816 SEC 000.00 0 0 0 JAMIE A CHUCK MACLAREN 4684 SIERRA DRIVE HONOLULU HI 96816 TREAS 000.00 0 0 0 NONE NONE N/A 64366 1471 0 65837 65837 988 64849 3242 3242 4 4 3238 3238 3238 10000 10000 3238 839 823 526 5358 6607 14153 10000 3238 6762 20915 0 839 20076 823 526 5358 6607 6762 X KAPIOLANI HEALTH FOUNDATION 55 MERCHANT STREET HONOLULU HI 96813 GENERAL 5000 UNIVERSITY OF HAWAII FOUNDATION 1314 S KING STREET HONOLULU HI 96813 GENERAL 5000 10000 14 1752 18 239 2137 1991 2137 4128 false false false false false false false false false false ST SALE - UBS PURCHASE 7266 6924 342 LT SALE - UBS PURCHASE 24548 22753 1795 11 ISHARES S&P SMALLCAP 600 81 ISHARES CORE MSCI EAFE ETF 6 VANGUARD MID-CAP EFT 757 792 25 VANGUARD INTER TERM 528 LORD ABBETT INTERMEDIATE 3091 2838 ISHARES RUSSELL MID-CAP GROWTH SPDR S&P 500 ETF TR 814 1172 EXPL & PRODTN VANGUARD SMALL CAP VALUE ETF VANGUARD FTSE EMERGING MARKETS 1569 1674 VANGUARD RUSSELL 1000 GROWTH 3729 5372 VANGUARD RUSSELL 1000 VALUE 4497 5444 VANGUARD RUSSELL 2000 569 625 JOHN HANCOCK DISCIPLINED 1056 1106 ISHARES BROAD USD INVT 1166 1156 ISHARES NATL MUNI BOND 4926 5008 ISHARES JP MORGAN USD EMERGING 624 623 JPMORGAN ULTRA-SHORT MUNICIPAL CURRENCY BOND ETF 578 578 MUNICIPAL FUND CLASS I 3476 3470 INVESCO OPTIMUM DIMENSIONAL ETF TRUST EMGR CRE 1455 1674 INVESCO S&P 500 EQUAL WEIGHT VANGUARD FTSE DEVELOPED MARKET 8395 8799 BAIRD MIDCAP FUND INSTITUTIONAL 1081 1087 SCHWAB US TIPS ETF ALLSPRING MUNICIPAL BOND AMERICAN CENTURY HIGH INCOME 1073 1129 TECHNOLOGY SELECT SECTOR SPDR ETF 1131 1163 INVESCO MAIN STREET 1044 1087 CAPITAL GROUP FIXED INCOME ETF 10134 10176 ISHARES MBS ETF 1203 1192 VANGUARD INTER TERM TREAS ETF 606 580 INVESTMENT MANAGEMENT FEES 824 824 FOREIGN TAXES 38 38 DCCA 6 6